Long-Term InvestingIn this Review we discuss the concept of “Long-Term Investing” with the great help of two very notable authorities in this area – Mark Wiseman, President and CEO of the Canada Pension Plan Investment Board) and Charles Brandes, Founder and Chairman of Brandes Investment Partners – Mark Wiseman being a very significant pension fund manager and Charles Brandes being also very significant as a fund manager. We very much appreciate their comments and contribution to this Review. We also include several other writers on this topic which support the beliefs and practices of these two. Membership Required.
Big data TechnologyThe concept of Big data and Technology was first introduced in our 2013(7) Review of Al Gore’s book entitled “The Future: Six Drivers of Global Change in a chapter entitled: “The Global Mind – The Digital Age and Influence of the Internet” – a summary of which we include here as an Appendix. In this Review we begin with a discussion purely about Big Data and then follow up with Data Centre Software and Cloud Computing, Robotics and Drones, and finally Technology’s Economic Implications. Overall, big data and technology has and will continue to have a huge impact on what we do, how we do things, and its economic impact. Membership Required.
Active Share“Active share” is a subject made famous by Martijin Cremers and Antti Petajisto of Yale in their original 2009 study, and followed - up in two 2013 studies. It has grown significantly in use and importance in active investment management. The application of the concept has been expanded from mainly large cap to include medium and small cap. In this Review we sum up the original papers on Active Share plus recent ones, including one which questions some of the original premises, followed by a reply by the original author Petajisto. Our overall conclusion is in support of the concept of Active Share and in agreement with the original work of Cremers and Petajisto. Membership Required.
Environmental, Social, and Governance (ESG)This is a Review of the topic Environmental, Social, and Governance (ESG). Recent changes by the Province of Ontario have required ESG be included in all Ontario Plan SIPPs. Plan sponsors are not required to include ESG factors in their investment strategy, but they must state in the SIPP whether or not ESG factors are considered in investment decisions, and if so, how. We have include a very good discussion on ESG by Debora Ng of Ontario Teachers’ Pension Plan, plus we discuss a recent article on how ESG following has grown significantly. Membership Required.
Updates on Previous Review TopicsThis Review provides some recent update information on five previous Review topics, these being: Private Equity Returns, US Small Cap, Risk Premiums, Breakeven Rates on Bonds, and Asset Mix vs. Security Selection. There are various reasons for updating these topics including new information plus simply discussing current status. We have done several update reviews in the past and we hope these updates are helpful to our subscribers and as always, we welcome any comments or suggestions. Membership Required.
01 Jun2015Membership Required.
01 May2015Membership Required.
01 Apr2015Membership Required.